WMS Partners’s GE Vernova GEV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,757	Closed	-$578K	–	294
2024 Q4	$578K	Buy	1,757 +4	+0.2%	+$1.32K	0.03%	165
2024 Q3	$447K	Buy	1,753 +40	+2%	+$10.2K	0.03%	193
2024 Q2	$294K	Buy	+1,713	New	+$294K	0.02%	200